Sound Income Strategies’s Baker Hughes BKR Stock Holding History

Sound Income Strategies’s Portfolio BKR Stock Details BKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.43M	Sell	97,860 -878	-0.9%	-$55.5K	0.24%	104
2026 Q1	$5.96M	Buy	98,738 +1,279	+1%	+$73.9K	0.29%	94
2025 Q4	$5.04M	Buy	97,459 +6,591	+7%	+$313K	0.24%	103
2025 Q3	$4.35M	Buy	+90,868	New	+$4.01M	0.24%	105
2020 Q1	–	Sell	-112	Closed	-$3K	–	763
2019 Q4	$3K	Hold	112	–	–	﹤0.01%	511
2019 Q3	$3K	Hold	112	–	–	﹤0.01%	476
2019 Q2	$3K	Hold	112	–	–	﹤0.01%	486
2019 Q1	$3K	Sell	112 -5	-4%	-$126	﹤0.01%	486
2018 Q4	$3K	Hold	117	–	–	﹤0.01%	478
2018 Q3	$4K	Buy	117 +5	+4%	+$165	﹤0.01%	466
2018 Q2	$4K	Hold	112	–	–	﹤0.01%	437
2018 Q1	$3K	Buy	+112	New	+$3.43K	﹤0.01%	429

Other funds holding BKR

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Sound Income Strategies's BKR Position: Q2 2026 in Review

Sound Income Strategies reduced its Baker Hughes (BKR) stake by 0.89% in Q2 2026, selling an estimated $55.5K and leaving 97,860 shares worth $5.43M. The position accounts for 0.24% of the portfolio, ranked #104.

Sound Income Strategies first reported a position in BKR in Q1 2018 and has held it in 12 quarters since. The position peaked at $5.96M in Q1 2026. 529 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Sound Income Strategies held 97,860 shares of Baker Hughes worth $5.43M as of Q2 2026.
Sound Income Strategies sold 878 Baker Hughes shares in Q2 2026, an estimated $55.5K.
Baker Hughes made up 0.24% of Sound Income Strategies's portfolio in Q2 2026, its #104 holding.
Sound Income Strategies first reported a position in Baker Hughes in Q1 2018 and has held it in 12 quarters since.
Sound Income Strategies's Baker Hughes position peaked at $5.96M in Q1 2026.
529 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.